Disclaimer This presentation contains forward-looking statements which reflect the current views of the management of Klöckner & Co SE with respect to future events. They generally are designated by the words “expect”, “assume”, “presume”, “intend”, “estimate”, “strive for”, “aim for”, “plan”, “will”, “strive”, “outlook” and comparable expressions and generally contain information that relates to expectations or goals for economic conditions, sales proceeds or other yardsticks for the success of the enterprise. Forward-looking statements are based on currently valid plans, estimates and expectations. You therefore should view them with caution. Such statements are subject to risks and factors of uncertainty, most of which are difficult to assess and which generally are outside of the control of Klöckner & Co SE. The relevant factors include the effects of significant strategic and operational initiatives, including the acquisition or disposition of companies. If these or other risks and factors of uncertainty occur or if the assumptions on which the statements are based turn out to be incorrect, the actual results of Klöckner & Co SE can deviate significantly from those that are expressed or implied in these statements. Klöckner & Co SE cannot give any guarantee that the expectations or goals will be attained. Klöckner & Co SE – notwithstanding existing obligations under laws pertaining to capital markets – rejects any responsibility for updating the forward-looking statements through taking into consideration new information or future events or other things. In addition to the key data prepared in accordance with International Financial Reporting Standards, Klöckner & Co SE is presenting non-GAAP key data such as EBITDA, EBIT, Net Working Capital and net financial liabilities that are not a component of the accounting regulations. These key data are to be viewed as supplementary to, but not as a substitute for data prepared in accordance with International Financial Reporting Standards. Non-GAAP key data are not subject to IFRS or any other generally applicable accounting regulations. Other companies may base these concepts upon other definitions. 2

01 Negative market impact increasingly compensated by far advanced restructuring measures EBITDA-margin improved, net loss reduced • • Market especially in Europe (-7,4% yoy)* but also in the US (-2.5% yoy)** in Q2 further under pressure Turnover of Klöckner & Co declined by 9.3% yoy also due to closure and divestment of sites and exit of low margin business (-5.0%p) • Sales -13.5% yoy additionally burdened by lower price level Gross profit of €305m under proportionally by 11.4% below prior year, gross margin improved from 17.5% to 18.0% • • Q2-EBITDA of €43m met guidance of €35-45m also w/o incl. €7m from the release of pension accruals • • Operating EBITDA of between €30m-€40m expected for Q3 2013 Restructuring measures far advanced: 60 out of 70 sites closed and 1.800 out of more than 2.000 HC reduced; extended measures to be implemented by the end of 2013, EBITDA contribution of €17m in Q2 and €29m in H1 realized Full year operating EBITDA target at last year`s level of €140m (before restructuring) despite weaker H1 2013. Restructuring costs of €18m (w/o compensating effects) expected against €77m in 2012. * Source: Eurometal; turnover of distribution in Q2 in Europe yoy. ** Source: MSCI; turnover of distribution/ SSC in Q2 in the US yoy. 4

Against the background of continuing muted outlook for the European steel market we further extended our comprehensive restructuring program (KCO 6.0) in May 01 Measures • • • • • • • Program extension in France Realization of further synergy potential in the US Reduction of overall > 2,000 employees (= 17%) and ~70 sites Total cost reduction increased to €190m Total annual EBITDA-impact increased to ~€160m (before: €150m) Reduction of NWC by >€170m Additional cost of approximately €18m mainly offset by NWC release €51m 2011-2012 2013 €29m €65m €45m 2014 already realized 5 Total annual EBITDA-impact of ~€160m

Our Symbol the ears attentive to customer needs the eyes looking forward to new developments the nose sniffing out opportunities to improve performance the legs always moving fast to keep up with the demands of the customers the ball symbolic of our role to fetch and carry for our customers

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